iShares Morningstar Large Value shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in iShares Morningstar Large Value
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Quarterly reported holdings in iShares Morningstar Large Value by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.8M | 34k | 80.98 |
| 2024-09-30 | $2.8M | 34k | 82.20 |
| 2024-06-30 | $2.6M | 34k | 76.32 |
| 2024-03-31 | $2.6M | 33k | 76.86 |
| 2023-12-31 | $2.3M | 33k | 70.62 |
| 2023-09-30 | $2.2M | 34k | 64.77 |
| 2023-06-30 | $2.2M | 33k | 66.52 |
| 2023-03-31 | $2.1M | 32k | 63.89 |
| 2022-12-31 | $2.1M | 33k | 63.24 |
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